Civic Intelligence

The Hageman Foundation Inc

990PF • Fiscal year 2019 • EIN 20-5274525

Jan 01, 2019 to Dec 31, 2019 • Filed on May 15, 2020

Organization Profile
12821 E New Market St Suite 200Carmel, IN 46032

(317) 927-8300

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

85th percentile

37%

Higher net margin than 85% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

52nd percentile

2.8%

Faster asset growth than 52% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

89th percentile

62%

Faster revenue growth than 89% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,930,786

Up $52,980 (+2.8%) from 2018

Net Assets

Up

$1,930,711

Up $70,424 (+3.8%) from 2018

Liabilities

Down

$75

Down $17,444 (-100%) from 2018

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin85th percentile

Revenue

Up

$189,769

Up $72,637 (+62%) from 2018

Expenses

Up

$119,345

Up $6,703 (+6.0%) from 2018

Net Income

Up

$70,424

Up $65,934 (+1468%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2010: $718,504Liabilities 2010: $0Net Assets 2010: $718,5042010Assets 2011: $723,410Liabilities 2011: $02011Assets 2012: $743,728Liabilities 2012: $0Net Assets 2012: $743,7282012Assets 2013: $1,773,462Liabilities 2013: $0Net Assets 2013: $1,773,4622013Assets 2014: $2,032,001Liabilities 2014: $0Net Assets 2014: $2,032,0012014Assets 2015: $1,932,786Liabilities 2015: $0Net Assets 2015: $1,932,7862015Assets 2016: $1,895,516Liabilities 2016: $23,352Net Assets 2016: $1,872,1642016Assets 2017: $1,873,240Liabilities 2017: $17,443Net Assets 2017: $1,855,7972017Assets 2018: $1,877,806Liabilities 2018: $17,519Net Assets 2018: $1,860,2872018Assets 2019: $1,930,786Liabilities 2019: $75Net Assets 2019: $1,930,7112019Assets 2020: $1,961,673Liabilities 2020: $275Net Assets 2020: $1,961,3982020Assets 2021: $2,051,894Liabilities 2021: $275Net Assets 2021: $2,051,6192021Assets 2022: $2,088,594Liabilities 2022: $275Net Assets 2022: $2,088,3192022Assets 2023: $2,175,531Liabilities 2023: $275Net Assets 2023: $2,175,2562023Assets 2024: $2,334,235Liabilities 2024: $0Net Assets 2024: $2,334,2352024

Highlighted filing

2019

Assets$1,930,786
Liabilities$75
Net Assets$1,930,711
Open 2019 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2010: $16,6262010Revenue 2011: $79,262Expenses 2011: $74,356Net Income 2011: $4,9062011Expenses 2012: $17,7432012Revenue 2013: $1,069,229Expenses 2013: $39,177Net Income 2013: $1,030,0522013Revenue 2014: $300,116Expenses 2014: $40,645Net Income 2014: $259,4712014Revenue 2015: $66,730Expenses 2015: $114,535Net Income 2015: -$47,8052015Revenue 2016: $44,221Expenses 2016: $107,920Net Income 2016: -$63,6992016Revenue 2017: $87,168Expenses 2017: $104,235Net Income 2017: -$17,0672017Revenue 2018: $117,132Expenses 2018: $112,642Net Income 2018: $4,4902018Revenue 2019: $189,769Expenses 2019: $119,345Net Income 2019: $70,4242019Revenue 2020: $143,952Expenses 2020: $113,265Net Income 2020: $30,6872020Revenue 2021: $205,217Expenses 2021: $114,996Net Income 2021: $90,2212021Revenue 2022: $171,571Expenses 2022: $134,871Net Income 2022: $36,7002022Revenue 2023: $220,977Expenses 2023: $134,040Net Income 2023: $86,9372023Revenue 2024: $291,768Expenses 2024: $132,789Net Income 2024: $158,9792024

Highlighted filing

2019

Revenue$189,769
Expenses$119,345
Net Income$70,424
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 15, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVE J HAGEMANPresident/Treasurer-$0--
SANDRA L HAGEMANVice President/Secretary-$0--
SARA HAGEMAN SCHENCKDirector-$0--
SHANE HAGEMANDirector-$0--
STEPHANY JACKSONDirector-$0--
JANA HAGEMANDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Hageman Foundation Inc
EIN
20-5274525
Phone
3179278300
Address
12821 E NEW MARKET ST SUITE 200, CARMEL, IN 46032

Signing Officer

Name
Sandra Hageman
Title
Secretary
Phone
3179278300
Signed
2020-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Ksm Business Services Inc
Address
PO BOX 40857, INDIANAPOLIS, IN 46240-0857
Preparer
John R Bruch
Phone
3175802000
Raw XML AppendixShowing 400 of 890 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0STOCK FUNDS, 1,224.49 SHS DFA US LARGE CAP VALUE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1STOCK FUNDS, 1,336.851 SHS DFA US TARGETED VALUE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2BOND FUNDS, 6,758.703 SHS CARILLON REAMS CORE PLUS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3STOCK FUNDS, 457.297 SHS CAUSEWAY INTERNATL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4BOND FUNDS, 3,773.399 SHS DFA SHORT-TERM MUNI BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5BOND FUNDS, 5,688.073 SHS DODGE & COX INCOME
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6BOND FUNDS, 3,372.32 SHS JPMORGAN INFLATION MANAGED BOND CLASS I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7STOCK FUNDS, 5,087.625 SHS LAZARD US EQTY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8STOCK FUNDS, 5,292.403 SHS NUANCE CONCENTRATED VALUE FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9STOCK FUNDS, 1,699.975 SHS OAKMARK SELECT ADVISOR FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10STOCK FUNDS, 11,560.691 SHS SCHWAB FUNDAMENTAL US LARGE CO INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11STOCK FUNDS, 927.366 SHS VANGUARD SMALL-CAP INDEX ADMIRAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12STOCK FUNDS, 2,098.179 SHS VICTORY GLOBAL NATURAL RESOURCES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102019-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112019-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122019-03-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt076558
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt070424
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01930711
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01860287
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01930711
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt099975
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt099975
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt099975
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0101193
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01218
IRS990PF/DistributableAmountGrp/TotalTaxAmt01218
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0592
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01218
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01218
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01218
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0626
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0592
IRS990PF/FMVAssetsEOYAmt02176334
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt017519
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt075
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01736500
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01805926
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02051474
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01860287
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01930711
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0141306
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0124860
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0124860
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01877806
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01930786
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02176334
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt017519
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt075
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01877806
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01930786
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01860287
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01930711
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02054682
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0134032
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01920650
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt030820
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0101193
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02023862
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02054682
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0STEVE J HAGEMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SANDRA L HAGEMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SARA HAGEMAN SCHENCK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3SHANE HAGEMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4STEPHANY JACKSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5JANA HAGEMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT/SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt011790 SYCAMORE ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt111790 SYCAMORE ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt26042 DIVISION RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3601 ALVERNA DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt41864 W 725 N
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5601 ALVERNA DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ZIONSVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ZIONSVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2WAYNETOWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3INDIANAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4LEBANON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5INDIANAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd046077
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd146077
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd247990
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd346260
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd446052
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd546260
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt082740
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt083958
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt097890
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt092236
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt096132
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt091147
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt022250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.040882
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.047865
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.046731
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.051971
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.046557
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.011284
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01218
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02023862
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02045106
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01973761
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01849739
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01957754
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01971859
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0104449
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.204408
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0103231
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0104449
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01218
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0104449
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,930,786
Liabilities
$75
Net assets
$1,930,711
Revenue
$189,769
Expenses
$119,345
Net income
$70,424
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.29$0.13$0.16
2023Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.22$0.13$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.17$0.13$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.21$0.11$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.14$0.11$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.19$0.12$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.88$0.02$1.86$0.12$0.11$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.87$0.02$1.86$0.09$0.10$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.90$0.02$1.87$0.04$0.11$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.07$0.11$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.30$0.04$0.26
2013Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$1.07$0.04$1.03
2012Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.02
2011Summary only. Only limited summary data is available for this year.$0.72$0.00$0.08$0.07$0.00
2010Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.02